ITI Arbitrage Fund Regular vs UTI Arbitrage Fund compare
ITI Arbitrage Fund Regular - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low |
Asset Size (Cr) | ₹51 Cr | ₹9149 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Sep 2019 | 29 Jun 2006 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | % | 1110% |
Expense Ratio | 0.93 | 0.74 |
Manager | Vikrant Mehta | Deepesh Agarwal |
ISIN Code | INF00XX01416 | INF789FB1RJ0 |
Exits Load | ITI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.33% | 0.35% |
6 Month | 3.15% | 3.24% |
1 Year | 6.45% | 6.7% |
3 Year | 6.38% | 7.05% |
5 Year | 4.75% | 5.69% |
SIP Return Analysis
Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.37% | 1.37% |
1 Year | 6.25% | 6.34% |
3 Year | 6.76% | 7.07% |
5 Year | 5.83% | 6.48% |
Rolling Lumpsum Returns
Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 3.18% | 6.86% |
3 Year | 4.04% | 6.68% |
5 Year | 4.31% | 6.97% |
Risk Management
Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.53% | 0.41% |
Sharp | -0.73% | 0.81% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Vikrant Mehta | Deepesh Agarwal |
Total AUM | ₹698 Cr | ₹35015 Cr |
Funds Managed | 8 | 9 |
ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 35.06 | 35.81 |
Large Cap | 31.19 | 46.24 |
Mid Cap | 23.33 | 15.51 |
Small Cap | 10.42 | 2.45 |
Sector Allocation
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.45 | 34.33 |
Industrials | 7.71 | 4.05 |
Financial Services | 32.27 | 25.39 |
Healthcare | 2.68 | 3.76 |
Basic Materials | 8.92 | 6.15 |
Energy | 1.05 | 4.62 |
Consumer Cyclical | 3.99 | 7.19 |
Communication Services | 1.13 | 2.98 |
Consumer Defensive | 1.2 | 4.46 |
Real Estate | 0.73 | 1.03 |
Technology | 6.87 | 4.43 |
Utilities | - | 1.6 |
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